BerganKDV Wealth Management, LLC - PROSHARES TR ownership

PROSHARES TR's ticker is TBF and the CUSIP is 74347X849. A total of 88 filers reported holding PROSHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PROSHARES TR
ValueSharesWeighting
Q2 2023$31,212
-22.0%
1,439
-24.0%
0.00%
-25.0%
Q1 2023$40,000
-6.8%
1,8930.0%0.00%
-20.0%
Q4 2022$42,933
-19.0%
1,893
-19.8%
0.01%
-16.7%
Q3 2022$53,000
+39.5%
2,361
+23.8%
0.01%
+50.0%
Q2 2022$38,000
+11.8%
1,9070.0%0.00%0.0%
Q1 2022$34,000
+13.3%
1,9070.0%0.00%
+33.3%
Q4 2021$30,000
-11.8%
1,907
-7.3%
0.00%
-25.0%
Q3 2021$34,000
+30.8%
2,057
+31.9%
0.00%
+33.3%
Q2 2021$26,000
-7.1%
1,5600.0%0.00%
-25.0%
Q1 2021$28,000
+12.0%
1,5600.0%0.00%0.0%
Q4 2020$25,000
+13.6%
1,560
+8.3%
0.00%
+33.3%
Q3 2020$22,0001,4410.00%
Other shareholders
PROSHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
D. SCOTT NEAL, INC. 355,976$8,073,5263.92%
Ethos Financial Group, LLC 358,056$8,120,7102.75%
Savior LLC 81,823$1,855,7461.66%
Worth Asset Management, LLC 88,864$2,015,4361.40%
SHEPHERD KAPLAN KROCHUK, LLC 90,374$2,049,6821.22%
GeoWealth Management, LLC 412,385$9,3530.99%
Truadvice, LLC 82,677$1,761,8550.93%
BOS Asset Management, LLC 43,704$991,2070.88%
Howard Capital Management Inc. 129,804$2,949,4970.84%
Hedges Asset Management LLC 17,500$396,9000.35%
View complete list of PROSHARES TR shareholders